See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,749 | $77,314+9.6% | $177,989-52.4% | $80,856+4.8% |
| Participation rate | 47.7% | 65.7%-18.0pp | 77.1%-29.4pp | 67.6%-20.0pp |
| Annual return | 10.28% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $156 | $2,292-93.2% | $3,949-96.0% | $2,755-94.3% |
| Participant deferral / active EE | $1,619 | $4,411-63.3% | $6,276-74.2% | $4,296-62.3% |
| Admin fee / account holder | $7,567 | $7,191+5.2% | $10,363-27.0% | $6,918+9.4% |